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Orion Portfolio Solutions’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Orion Portfolio Solutions’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,380
Closed -$93K – 1990
2020
Q2 		$93K Buy
1,380
+1,000
+263% +$63.3K 0.01% 566
2020
Q1 		$22K Buy
+380
New +$25.7K ﹤0.01% 812

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Orion Portfolio Solutions's VIGI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2020, closing a stake of 1,380 shares — an estimated $93K sold.

Orion Portfolio Solutions first reported a position in VIGI in Q1 2020 and held it in 2 quarters. The position peaked at $93K in Q2 2020. 207 funds tracked by Wall St. Rank hold VIGI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,380 Vanguard International Dividend Appreciation ETF shares in Q3 2020, an estimated $93K.
  • Orion Portfolio Solutions first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Vanguard International Dividend Appreciation ETF position peaked at $93K in Q2 2020.
  • 207 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.